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QSERX vs VSCPX
QSERX vs VSCPX Comparison
Open Charts QSERX vs VSCPX
AQR Small Cap Multi-Style R6
Price$18.27
Change+$0.20 (+1.11%)
VolumeN/A
Net Assets119.36M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
QSERX vs VSCPX Comparison Chart in %
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QSERX vs. VSCPX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QSERX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. QSERX (119M). QSERX pays higher dividends than VSCPX: QSERX (1.56) vs VSCPX (1.42). QSERX was incepted earlier than VSCPX: QSERX (11 years) vs VSCPX (15 years). QSERX (0.67) is less costly to investors than VSCPX (0.03). QSERX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (13.00). QSERX has a lower initial minimum investment than VSCPX: QSERX (50000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. QSERX (4.98). QSERX (70.69) and VSCPX (69.56) have equivalent 5 years return.
| QSERX | VSCPX | QSERX / VSCPX | |
| Total Expense Ratio | 0.51 | 0.03 | 1,700% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,233% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 7.093 | 1.452 | 489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.42 | 110% |
| Returns for 1 year | 4.98 | 12.26 | 41% |
| Returns for 3 years | 30.22 | 37.96 | 80% |
| Returns for 5 years | 70.69 | 69.56 | 102% |
| Returns for 10 years | 48.93 | 109.40 | 45% |
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